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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $512,511 | $138,385+270.4% | $184,243+178.2% | $80,925+533.3% |
| Participation rate | 83.9% | 83.9%0pp | 86.8%-3.0pp | 67.7%+16.2pp |
| Annual return | 13.67% | 20.02%-6.3pp | 28.82%-15.1pp | 35.65%-22.0pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $339 | $10,489-96.8% | $13,914-97.6% | $6,940-95.1% |